VIEW PROJECT ACTIVITY

Use this screen to review project costs and revenue without printing a report. The amount of information is limited compared to the project reports because of space and speed considerations. If you want additional data on a project, use the reports to print out this information. The initial screens contain summary information created by the Create Project Report Tables screen for the revenue summary data. In the main screen, click to select a specific project or organization with which you want to work. You can view your inquiry using either the Home organization (Owning Org) or the contributing organization (Performing Org). You can conduct either of these inquiries using either target or actual rates. You can perform inquiries on specific project, organization, and account levels without including the lower levels. You can use the View Project Activity by Level screen for inquiries in which you can specify the project, organization, and account levels that include all information at and below that level. The inquiry screens are non-editable.

You must have posted the journals and executed the Compute Burden Costs screen, Compute Revenue screen, Update Project Status Report Tables screen, and Create Project Report Tables screen for the fiscal year, period, and subperiod for which you want to inquire. These are the same steps you take to print reports for the same time period. The only available fiscal year information is that which currently exists in the report tables. If you want to produce an inquiry for a period other than those currently available, follow these steps to create the report table. Keep in mind that some of the steps might have already been run, such as Compute Burden Costs and Compute Revenue screens. If you have already run the Compute Burden Costs and Compute Revenue screens, there is no need to rerun them. Normally, for previous periods, you must create only the report tables in order to inquire against them. The amount of time you keep report tables determines how many subperiods worth of information are available simultaneously. Normally, you run the processes for the latest subperiod to have the most up-to-date information.

Location

Selection Criteria

Fiscal Year

To narrow the rows shown in the table window to a specific fiscal year, use this drop-down list to select that fiscal year before executing the inquiry. Keep in mind that the only fiscal years shown are those that have activity in the report tables. If you do not select a fiscal year, all fiscal years with rows in the report table are shown. Normally only one fiscal year is available at a time unless the report tables were created for a previous fiscal year. If your data is purged on a weekly basis, you do not need to select a fiscal year because only one exists in the report table.

Period

To narrow the rows shown in the table window to a specific period, use this drop-down list to select that period before executing the inquiry. Keep in mind that the only periods shown are those that have activity in the report tables. If you do not select a period, all periods that have rows in the report table are shown. If your data is purged on a weekly basis, you do not need to select any period because only one exists in the report table.

Subperiod

To narrow the rows shown in the table window to a specific subperiod, use this drop-down list to select that subperiod before executing the inquiry. Keep in mind that the only subperiods shown are those with activity in the report tables. If you do not select a subperiod, all subperiods with rows in the report table are shown. If your data is purged on a weekly basis, you do not need to select a subperiod because only one exists in the report table.

Project

To inquire on a specific project, enter a project or click to select one. To inquire on a range of projects, click to select them. If you select a single project, its description displays next to the project ID.

Organization

To inquire on a specific organization, enter the organization ID, or click to select one. To inquire on a range of organizations, click to select them. If you select a single organization, its description displays next to the organization ID.

Rate Type

Select the rate type you want to use for your inquiry.

Target

Select this option if your company does not calculate actual rates for each subperiod.

Actual

If you select this option and the rates have not been calculated yet for the accounting period, the costs do not reflect any indirect burden. This may cause the cost and revenue values to be incorrect.

Use

Select the organization type that you want to use for your inquiry. You can inquire using the Owning Org or the Performing Org.

Table Window

Information in the table window comes from the revenue report table (RPT_REV_SUM). The number of rows or projects shown in the table window is based on your selection criteria. You can modify the size and order of the columns and save them to meet your requirements. The column information contains cost, revenue, and net inventory information for the subperiod, period, YTD, and inception-to-date for the project(s) selected, as well as the ITD billed, open receivable, retainage amount, and the project manager's name. If you did not narrow your inquiry to a specific fiscal year, period, subperiod, project, and organization, columns also display for each item for which you did not select a specific value before executing your inquiry.

Information displays in the table window when you click .

Fiscal Year

This non-editable field displays the fiscal year associated with the data on this row of the table.

Period

This non-editable field displays the period associated with the data on this row in the table window.

Subperiod

This non-editable field displays the subperiod associated with the data on this row of the table window.

Project

This non-editable field displays the project associated with the data on this row of the table window.

Proj Name

This non-editable field displays the project name.

Organization

This non-editable field displays the organization associated with the data on this row of the table window.

Org Name

This non-editable field displays the organization name.

Prior Year Net Inventory

This non-editable field displays the prior year net inventory for the project on this row of the table window.

Target Subperiod Cost

This non-editable field displays the target subperiod cost for the project and subperiod on this row of the table window.

Target Subperiod Revenue

This non-editable field displays the target subperiod revenue for the project and subperiod on this row of the table window.

Target Subperiod Net Inventory

This non-editable field displays the target subperiod net inventory for the project and subperiod on this row of the table window.

Target Period Cost

This non-editable field displays the target period cost for the project and period on this row of the table window.

Target Period Revenue

This non-editable field displays the target period revenue for the project and period on this row of the table window.

Target Period Net Inventory

This non-editable field displays the target period net inventory for the project and period on this row of the table window.

Target YTD Cost

This non-editable field displays the target year-to-date cost for the project and fiscal year displayed on this row of the table window.

Target YTD Revenue

This non-editable field displays the target year-to-date revenue for the project and fiscal year displayed on this row of the table window.

Target YTD Net Inventory

This non-editable field displays the target year-to-date net inventory for the project and fiscal year displayed on this row of the table window.

Target ITD Cost

This non-editable field displays the target inception-to-date cost for the project and fiscal year displayed on this row of the table window.

Target ITD Revenue

This non-editable field displays the target inception-to-date revenue for the project and fiscal year displayed on this row of the table window.

Target ITD Net Inventory

This non-editable field displays the target inception-to-date net inventory for the project and fiscal year displayed on this row of the table window.

ITD Billed Amount

This non-editable field displays the inception-to-date amount billed for this project.

Open Receivable Amount

This non-editable field displays the open receivable amount for the project.

Retainage Amount

This non-editable field displays the retainage amount for this project.

Net Withholding Amount

This column displays the net of withholding for the project, organization, and account combination for the fiscal year up to and including the specified subperiod.

Project Manager

This non-editable field displays the project manager for this project.

Subtasks